M&A advisers

ListAlpha's guide to top M&A Advisers
Focus on mid-market and large-cap advisory firms for PE clients

Sheridan O'Connor

Founding Partner
Raymond James
United States
LinkedIn profile link

Bio

Sheridan O'Connor is a Founding Partner at Raymond James- O’Connor Wealth Group, based in the United States.
Sheridan began this role in November 2023, bringing a wealth of experience from a decade-long tenure as a Financial Advisor at Edward Jones, where they served from April 2013 to November 2023.
Prior to their financial advisory career, Sheridan held various roles including Director of Stewardship and Business Administrator at First United Methodist Church-Cary, and Manager at Mold-Rite Plastics, Inc.
Sheridan's career began in the Marine Corps Recruiting as a Payroll Clerk/Bank Reconciliation Clerk from October 1995 to October 1999.
Sheridan is based in Morrisville, North Carolina.

Tags

Financial Services
Wealth Management
Investment Banking
Religious Institutions
Manufacturing

Experience

Raymond James- O’Connor Wealth Group
Founding Partner
2023-11-01
Edward Jones
Financial Advisor
2013-04-01
2023-11-01

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